...Or that is what some equity pundits masquerading as bond experts want you to believe. They predict that a ‘bondcano’ of rising interest rates will lead to collapsing prices for bonds and bond-like proxies. Over the last few months, this hype about rising global interest rates reached fever pitch due... Show More
Over the past 15 years Australian house prices have been on an incredible run, resulting in Australian households becoming some of the most indebted in the world. So what is the economic cost of Australia’s sky high property prices and what could it mean for property prices in 2018? Show More
The exciting story surrounding emerging markets has been the rise of two economic powerhouses, India and China. Whilst both countries share some basic similarities, they differ in many significant ways, most importantly stock market returns. In this wire, we articulate how they differ and what investors should expect going forward. Show More
The US economy is already in its eighth year of expansion, albeit one of sub-par GDP growth until recently. S&P 500 earnings are near all-time highs, as are equity indices and valuations. Goldman Sachs’ global strategy team points out that the US has followed a fairly typical equity cycle post... Show More
Market built on the early positive run to finish a solid positive day despite a substantially weak GDP data. The weak GDP data, underemployment worries and low wages growth shows the weakness in the local economy despite the strong commodity prices. Beaten up stocks were the best performers again today... Show More
Market closed positive despite multiple efforts to go higher were met by profit taking on the back of previous five out of the six days delivering negative returns. US market continues to hold stretched levels despite US dollar index beginning to roll over. Global markets continue to struggle with historically... Show More
Investors and the media have a tendency to focus on real (inflation-adjusted) GDP growth, but after two decades of low inflation, Sam Ferraro, Founder of Evidente, says it’s nominal GDP we should be watching. Fund managers and analysts forecast nominal cashflows and households earn nominal wages, not inflation-adjusted wages. "It's... Show More
CommSec Chief Economist Craig James provides his outlook for the year ahead, including his forecasts for the Australian economy, local share market, Aussie dollar and RBA cash rate Visit CommSec Show More
There is plenty going on in the Australian Economy right now and a raft of surprising data has presented investors with a curious puzzle. In early May the RBA cut interest rates after an extended period of stability. The move, which was prompted by weak inflation data, has seen the... Show More
Aussie market was once again aimless trended down despite a bounce in the middle of the data after the strong trade data. AUD and commodity prices are under pressure as USD strengthens. The Aussie market continues to run out of juice around 5400. We see similar issues in the US... Show More
